+66.7%
IBIT vs WY
-26.4%
+93.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.4% | -0.4% | -1.5% |
| 7D | +1.4% | -2.1% | +3.5% | +2.0% |
| 30D | +20.6% | -10.5% | +31.1% | +24.0% |
| 3M | +23.7% | -4.9% | +28.5% | +24.6% |
| 6M | +15.0% | -4.9% | +19.9% | +15.5% |
| YTD | -10.6% | -1.7% | -8.9% | -11.7% |
| 1Y | -30.3% | -9.4% | -20.9% | -28.8% |
| All | +66.7% | -26.4% | +93.1% | +95.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded WY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling